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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,661 | $52,581-51.2% | $130,788-80.4% | $64,340-60.1% |
| Participation rate | 88.3% | 46.5%+41.7pp | 70.1%+18.2pp | 55.2%+33.0pp |
| Annual return | 33.74% | 20.39%+13.4pp | 386.44%-352.7pp | 24.14%+9.6pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $8,043 | $2,200+265.5% | $4,137+94.4% | $2,980+169.9% |
| Admin fee / account holder | $1,798 | $4,583-60.8% | $6,673-73.1% | $3,703-51.4% |